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1996-06-22
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Relish(r) Desktop Time and Information Organizer
CSV Profile Information (README.CSV) for Relish 2.22
June 1996
As discussed in Section 18 of the Relish User's Guide, you can import
Comma Separated Value (CSV) files into Relish. Typically, these files
are produced by exporting information from other products. Since the
order and use of different fields in the files will vary, you must use
a "profile" to tell Relish how to import the file.
While it is fairly easy to create such profiles, a number of "prebuilt"
profiles for importing CSV files from specific programs are included in
the CSV directory of Disk #2. You may copy the ones of interest to
your hard disk or use them directly off the diskette. In each case,
both a profile file (.CSP) as well as a sample data file (.CSV) are
included.
The provided profiles should import all of your data. However, the
first time you import, we suggest importing a small number of records.
In addition, if you leave the "Revise each note" box checked, you can
preview how the note will look (and make any desired changes to it)
before it is stored.
Listed below are the specific details of the prebuilt profiles provided
with this release. Other profiles may be available in the future;
contact Sundial Systems for availability.
Lotus Organizer
All of the Organizer modules except the Notepad may be easily
imported into Relish. Profiles are provided for the Calendar,
To Do List, Address Book, and Anniversary List of Organizer.
Exported information from Version 1.x and 2.1 of Lotus Organizer
is supported by the profiles -- Version 2.0 is not due to a
problem in the way in which 2.0 generates CSV files.
To use these profiles, just export your data from Organizer into a
CSV file using the "All fields" or "Map all" mapping.
You may also find it useful to export the field names as the first
record. From the Organizer Export dialog, select the Options
pushbutton and check the "Field names as first record" option if it
is not already checked.
If you use multi-line memos in Organizer, an additional option is
required. Again, from the Organizer Export Dialog, select the
Options pushbutton and then check the item labeled "Translate
CR/LF" (Organizer 2.1) or "Change CR to CR/LF" (Organizer 1.x) if
it is not already checked. However, if you are using Organizer 2.1,
see the CAUTION below.
To import from Organizer 1.x, use one of the following profiles:
ORG1-ADR.CSP for the Address book section
ORG1-ANV.CSP for the Anniversary section
ORG1-CAL.CSP for the Calendar section
ORG1-TDO.CSP for the To Do section
Note that Organizer 1.x exports the alarm time on Calendar entries
in a non-standard format that cannot be imported into Relish.
To import from Organizer 2.1, use one of the following profiles:
ORG21ADR.CSP for the Address book section
ORG21ANV.CSP for the Anniversary section
ORG21CAL.CSP for the Calendar section
ORG21TDO.CSP for the To Do section
Note that Organizer 2.1 does not export the alarm time on Calendar
entries and thus the alarm information can't be imported into
Relish.
Also note that the Organizer 2.1 Privacy field is in a format that
cannot be used by Relish.
The Organizer 2.1 Confidentiality field (the first field in the
"all fields" mapping) is not generally exported correctly. The
supplied CSV profiles take this into account, but the content of
the field is ignored.
CAUTION: Be aware that there have been reports of other problems in
Organizer 2.1 export files. The most common problem seems to be a
duplication of data from fields of one record into what would
otherwise be blank fields in the next record, particularly in the
case of the Address book. Thus, it is strongly suggested that you
examine the exported CSV file for correctness before importing it
into Relish.
If your Organizer 2.1 CSV file appears to have duplicate information,
the following alternative procedure is suggested. First, export
the information from Organizer 2.1 again, but this time uncheck the
Translate CR/LF option in the Organizer Export Options as discussed
above. Then, reexamine the file for duplicate information. If it
is now correct, you can import the new file into Relish provided
you "preprocess" the file using the CSVFIX.CMD command file found in
the Relish CSV directory (the directory containing the profiles).
To use CSVFIX, copy it to the directory containg your CSV file, then
type:
CSVFIX MYFILE.CSV
where MYFILE.CSV is the name of your CSV file.
Polaris Packrat
You can easily import your Packrat data from the Address book,
Agenda (Calendar), and To Do List into Relish.
When exporting your Packrat data, select the "Map All" button to
map all fields to the exported file (except possibly in the case of
the Address book, see below). For your Packrat memos and notes to
be imported correctly, you should accept the default markers for
the beginning and end of the note.
The supplied profiles are set up to retain as much information as
possible. However, much of the data that originates in Packrat
does not have a corresponding field in Relish. So fields such as
the "Key" fields are imported into the memo. Depending on how you
use Packrat, you may wish to change these assignments by modifying
the supplied profiles.
To import from Packrat, use one of the following profiles:
PACK-ADR.CSP or PACK-REL.CSP for the Address book
PACK-AGD.CSP for the Agenda section
PACK-TDO.CSP for the To Do section
In the case of the Packrat Address Book, you may not want to use
the default Map All fields when exporting. Because Relish
processes fields in the order they were exported, the default
mapping of the Address Book will cause some of your address
information to be imported in a less-than-optimal order. When
exporting from Packrat, we suggest the following order:
Title,
First Name,
Last Name,
Phone 1,
Phone 2,
Phone 3,
Phone 4,
Department (Primary),
Street 1 (Primary),
Street 2 (Primary),
City (Primary),
State (Primary),
ZIP (Primary),
Country (Primary),
Department (Secondary),
Street 1 (Secondary),
Street 2 (Secondary),
City (Secondary),
State (Secondary),
ZIP (Secondary),
Country (Secondary),
Company,
Key 1,
Key 2,
Key 3,
Key 4,
NickName,
Position,
Rate.
The import profile for this order is named PACK-REL.CSP.
The import profile for the default ordering is PACK-ADR.CSP.
Also note that, in the case of To Do items, the completed status
indicators from Packrat can not be imported into Relish since they
are in a non-standard format.
Arcadia Workplace Companion (WPC)
Your Workplace Companion Phone Book, ToDo list, and Appointment
Book (Calendar) information can be imported into Relish.
When you export from WPC 1.x, use the "Link All" button to select
which fields are exported. With WPC 2.x, there are no other
export options.
Note that since the WPC phone book has more fields than the Relish
one, some of the information will be imported into the memos
attached to Relish phone book entries.
To import from WPC 1.x, use one of the following profiles:
WPC1-APT.CSP for the Appointment book section
WPC1-PB.CSP for the Phone book section
WPC1-TDO.CSP for the To Do section
To import from WPC 2.x, use one of the following profiles:
WPC2-APT.CSP for the Appointment book section
WPC2-PB.CSP for the Phone book section
WPC2-TDO.CSP for the To Do section
The Fine Print
All of the product names used in these descriptions remain the
property of their respective companies.